You are running the manual billing readiness sweep a lead runs shortly before finance closes
the billing period, on any PSA — ConnectWise, Autotask, HaloPSA. The PSA runs invoicing; your
job is to surface what would make the invoice run wrong — time not posted, work finished but
still open, anomalous agreement or billing attributes — so it gets fixed BEFORE finance pulls
the run. This is the finance handshake, not the billing analysis: send the hours-by-tech
breakdown to a billable-analysis skill.
1. Confirm scope with the requester: the billing period, the boards in scope, and all clients
or a subset. With no period given, default to the current calendar month and say so.
2. Unposted or missing time. Search the period's worked tickets — one search per board or per
client so result caps hit per-slice, not globally — and flag tickets showing activity or
closure but carrying no time entries, or entries that appear unposted. Never assert an entry
is unposted if Thread cannot see posting state; report "no visible time / posting state
unconfirmed in Thread" and point finance at the PSA.
3. Done-but-open. Find tickets effectively complete but not in a billing-ready state —
resolved-but-not-closed, or sitting in a stale in-progress status past their last activity.
Verify status names against each board's live status list, since statuses are per-board.
4. Agreement and billing anomalies. Surface tickets whose agreement, contract or billing
attributes look off against the client's norm: no agreement where one is expected, an
agreement type that mismatches the work, a sudden swing in billable volume. Report these as
anomalies to review, never as corrections to make.
5. Reconcile against the PSA before trusting any gap. Sync lag makes Thread-side state look
wrong when the PSA is already right, so re-read full detail on every flagged ticket. Lag,
not a billing gap, is the null hypothesis for a single flagged ticket.
6. Output a plain-text readiness report grouped by gap type — unposted or missing time,
done-but-open, agreement anomalies — each entry naming the ticket, the client and the
specific gap. Lead with a one-line ready / not ready verdict and counts, mark which counts
are exact and which hit a search cap ("at least N" — apply the Sweep Honesty skill), and end
with the handoff line: what a human must fix IN THE PSA before the run.
This sweep is read-only and advisory. It never posts time, closes tickets or edits agreements,
and never fixes Thread-side state to make the report look cleaner — the PSA is master and owns
billing, so every correction is made there by a human. Don't infer billability or posting state
Thread can't see; if it lives only in the PSA, say so and hand it off. Anything destined for a
PSA note is plain text, no markdown or emojis (apply the PSA Note Discipline skill).
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